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iShares Russell Mid-Cap Value ETF

978 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 334 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
978
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$945K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PD
601
Planning Directions
Pennsylvania
$359K
FWTB
602
First Western Trust Bank
Colorado
$359K
BIG
603
Builder Investment Group
Georgia
$358K
WAL
604
W Advisors LLC
Tennessee
$357K
VDI
605
Vaughan David Investments
Illinois
$357K
AA
606
Ancora Advisors
Ohio
$357K
CCM
607
Cohen Capital Management
California
$357K
CFP
608
Cascade Financial Partners
California
$356K
JIC
609
Joel Isaacson & Co
New York
$354K
CWM
610
Collaborative Wealth Management
Florida
$354K
LTAS
611
Linden Thomas Advisory Services
North Carolina
$354K
MC
612
Mathes Company
New York
$353K
CNBOF
613
City National Bank of Florida
Florida
$353K
SWA
614
Stratos Wealth Advisors
Ohio
$352K
BI
615
Ballast Inc
Kentucky
$351K
GJIA
616
Glass Jacobson Investment Advisors
Maryland
$347K
SA
617
Sovran Advisors
California
$347K
LWPC
618
Legacy Wealth Partners (Colorado)
Colorado
$346K
XPN
619
XY Planning Network
Montana
$344K
FA
620
Flagstar Advisors
New York
$343K
VFPW
621
Vantage Financial Partners (Wisconsin)
Wisconsin
$342K
SWA
622
Strategies Wealth Advisors
Michigan
$341K
PIMG
623
Patriot Investment Management Group
Tennessee
$341K
TF
624
Theory Financial
Colorado
$340K
FVWA
625
Foster Victor Wealth Advisors
South Carolina
$338K